Are you a D365UG CE/CRM Black Belt or experienced administrator looking for ways to deepen your skills?

Join trainer Gus Gonzalez, 8-time Microsoft MVP, to learn the best practices and skills needed to operate as an administrator at the highest level.

Learning Objectives:

•Manage multiple Dynamics 365 instances seamlessly across the organization
•Configure Dynamics 365 for Maximum Performance
•Manage data effectively and maintain data quality and integrity
•Configure Dynamics 365 to provide the best user experience and adoption
Agenda:

1. Working with Dynamics 365 Instances

•Sandbox vs. Production
•Resource Utilization
•Backups
•Minimal and Full Copy
•Administration Mode
2. Dynamics 365 Solutions

•Solution Types
•Patching
•Application Lifecycle Management
•Solution Packager
3. Improving User Experience

•UI Best Practices
•Creating Custom Apps
•Organization wide settings for Users
4. Performance Deep Dive

•What affects Dynamics 365 performance?
•Troubleshooting performance
•Top performance killers and how to stay away from them
•3rd-Party Admin Tools
Instructor: Gus Gonzalez

Audience: D365UG CE/CRM Black Belts, D365 CE/CRM Administrators with real-world experience

Level:  Advanced

Prerequisites:  Students will use their laptop to access their organization’s environment and explore how the concepts learned during the class can benefit their organization.  Come prepared with access.

Calling all Management Reporter users!  Come see some of the most recommended Tips & Tricks for report design, reconciliation and distribution to have smooth sailing financial reporting ship.  Maximize your knowledge and use of Management Reporter in this crash course of “favorite features”.  Bring your questions and report design scenarios to share in this casual and informative session. 

Do you sometimes feel overwhelmed when it comes to choosing “the” Microsoft tool to use for your analytics projects? Join this session to learn about various options for data movement and integration in order to employ the right analytics strategy for you. Topics covered will include Power BI Dataflows, Azure Data Factory, Azure Synapse, Azure Stream Analytics and more. Select live demonstrations will be used to illustrate use cases.

•     Discover the use case for different available tools

•     Examine the components and architecture options for different approaches

•     Appreciate the benefits and drawbacks of each option

The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

There is no doubt that Microsoft Dynamics GP can improve account payables operations for all types of businesses. This ERP gives you peace of mind that your AP processes are being implemented smoothly day to day. Now imagine what you can achieve when you pair this powerful ERP with Yooz, the leading AP automation solution on the market. 

Achieve the highest level of automation with completely paperless AP, the fastest processing times with same day invoice approval, and unmatched savings for maximum ROI. 

Join us to learn why integrating Microsoft Dynamics GP with our AP Automation solution is the key to achieving your best AP workflow yet. 

Hosted by Casey Dial, Regional Director of Sales at Yooz North America. 

To survive and thrive, organizations need original thinking. Yet most individuals stay silent instead of voicing their best ideas, many leaders stifle dissent rather than encouraging it and businesses often listen to the person who is the most confident rather than the most competent. Tune in as Adam describes how you can unleash original thinking. Find out how to evaluate and champion new ideas; how to create psychological safety and build cultures that welcome diverse perspectives and honest feedback; and why we should not be afraid to fail. Engaging and entertaining, Adam’s presentation could change the way you live your life!

This session is going to address using Azure hosted agents to create builds. We can automate the process of building X++ code and creating deployable packages on any build agent that runs on Microsoft Windows. We will address the following topics:

– Prerequisites required for setup

– Preparation required in Azure DevOps

– Configuration of pipelines

-Limitations

The content of this session is geared toward an audience with intermediate to advanced-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

Session description to come soon!

Session Level: Basic

Are you or your small team charged with managing GP for an organization with lots of GP companies and similar tasks daily, weekly or monthly? If you’re performing the same task more than once (ok twice) there’s opportunity for automation because you have better things to do with your time!  I’m the sole admin for 49 GP databases and I’ll show you how I use SQL to automagically open the GP fiscal period for a new month, run an automatic daily AR aging process and more across our entire GP enterprise.

Participants will learn how to:

1.Create a SQL process to automatically open the new fiscal period for one or more GP companies;
2.Use SQL to automatically ‘age’ all accounts receivable customers daily;
3.Automatically generate an AR Aging and email it as an attachment directly from SQL

This session is geared for an audience with an intermediate skill set.

This session will be available for CPE credits pending completion of session survey post event.

Do you have questions about the direction the Dynamics 365 Business Central is heading? Are you curious what’s coming next? Do you have questions about the latest features and enhancements in 2020 release wave 2  or how you can upgrade from your on-premises solution to cloud? Join this interactive townhall with Microsoft Dynamics engineering leaders and product experts to get insight into Business Central and get questions answered.

Level: Basic

Now more than ever it is crucial to make use of the technology readily available to help keep your business productive and competitive. Today, organizations can leverage near real-time business intelligence (BI) to make data-driven decisions to drive better business outcomes, collaborate more efficiently and empower all users become data heroes.

No X-ray vision needed; Power BI enables organizations to connect to and visualize data using one unified, scalable platform which allows you to see your data through a single pane of glass. 

Uncover hidden data insights through readable charts and powerful dashboards. Create accurate forecasts, fine-tune operations, become more agile and responsive, all while maximizing efficiencies in ways that simply weren’t possible in the past. If you’re not putting those analytic models to work for your business, you may be missing potential opportunities to improve cash flow and become more competitive.

During this session we will show you how to utilize powerful end-to-end business solutions by connecting cloud computing, Microsoft Power BI and Dynamics AX/F&O to transform your business.

Bring your questions – the engineering leaders will have your answers!  This session is a dedicated Q&A session for anything you saw during the What’s new for Dynamics 365 Finance (including Globalization), Project and Human Resources breakouts.

This session is appropriate for all levels, starting at Basic.

All levels welcome. Take a journey with MVP Chris Cognetta, where he has deployed several apps in Real-world scenarios. Take concepts, best practices/tips and your business challenges, and come out inspired to build your own apps. Most attendees are motivated/encouraged enough to build their very first app the same day.

Power BI is being implemented at many organizations at a rapid pace. Unfortunately doing so without a plan can lead to “wild west of reports” with everyone doing their own thing, lack of governance, standards and potential for poor adoption.

During this session I will provide you with tips, use cases and a best practice framework that has been refined from hundreds of successful enterprise scale implementations. You will leave with the confidence to implement Power BI, create your own center of excellence and ensure success at your organization.

Session Level: Basic

Commerce was already experiencing challenges stemming from a changing geo-political landscape and rapid evolution of consumer preferences towards more personalized and unified shopping experiences. COVID-19 significantly hastened these trends and also highlighted new imperatives of resiliency. Join this session with Microsoft Dynamics engineering leaders of Commerce to hear about latest product features and plans. Get insights into how the Connected Commerce suite of products can help you thrive in these challenging circumstances.

This session is appropriate for all levels, starting at Basic.

Learn how to use Imperative development techniques in PowerApps to increase their … power. Use advanced mathematical formulas on table records. Understand best practices to test your application to make it bullet proof and improve performance of your application. Make your application robust and resilient by implementing offline capabilities.The content of this session is geared toward an audience with advanced-level knowledge of the subject area.

When establishing security roles in Microsoft D365, it is important to institute a robust security design with minimal security risks resulting from Segregation of Duties (SoD) conflicts and excessive sensitive access. Failure to reduce SoD conflicts and needless SA will result in unexpected risks and audit findings due to a lack of checks and balances in place. The out-of-box security roles inherently contain security risks that when assigned to users, foster a risky environment. In this session, we will discuss security risks, security design, and how to implement the security roles in D365.

The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

Learn from our engineering leads for Supply Chain Management of all the great investments being made for Wave 2, 2020.  This session will cover Inventory, Warehouse Management, IoT, Asset Management and all things Supply Chain Management related.

This session is appropriate for all levels, starting at Basic.

“What gets measured, gets managed.” – Peter Drucker In this session we will dive into how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Additional credit management functionality has been added to Dynamics 365 to enhance your ability to better track credit limits for customers, block sales orders from credit risk customers, and automatically release sales orders from credit holds. In this session, we’ll demonstrate how a customer’s environment was configured to maximize the use of this new feature. We will demonstrate multiple ways in how the credit management functionality better served the customer’s business.

This session is geared to users with a beginner to intermediate-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

Learn of the new capabilities being released as part of Wave 2, 2020 for Dynamics 365 Finance (including Globalization), Dynamics 365 Project Operations, and Dynamics 365 Human Resources.  During this session you will take away what is new and how each of these offerings complete your business requirements.  

This session is appropriate for all levels, starting at Basic.

As 2020 progresses, finance departments are tasked with becoming leaders in digital transformation by creating resilient organizations that can manage business disruption in AP and procurement processes and prepare for unknown challenges that lie ahead. These initiatives will be crucial in determining which businesses will bolster productivity, enable a remote workforce and drive growth and which will fall behind. Attend this solution showcase to learn:•    How Dynamics users are using digital transformation in the “new normal” to achieve a truly touchless invoice management process•    The importance of automation in establishing visibility and control of cash flow, DPO, and liabilities across all entities globally•    Why finance organizations are leveraging cloud-based automation for accounts payable as a priority in 2020 for ensuring continuity across their organization•    The importance of leveraging Microsoft’s Preferred Solution to meet the needs of your existing ERP(s), while being flexible enough to support your operational requirements through upgrades and changes

While PowerPlatform offers connector for Business Central to 50+ prebuilt exposed API’s, there are reasons why you would need more. And this ‘more’ can come only through custom connectors. That means if you add some custom field, or if you want to connect PowerPlatform with nonexposed tables, you will need solution.

In these scenarios you need to build API’s and custom connectors. This is not so complex but requires a bit different approach. At this session, you will see how to expose custom API, how to build custom connector and create Power App and Power Automate based on custom scenarios. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Advanced

As the migration team continues to build out the migration tools we will take a high level look at the functionality of the migration tool and learn about the enhancements that allow you to migrate to Business Central online from your NAV/Business Central on premises solution.

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate 

A fast-paced and demo-heavy tour of advanced functionality in Power Query with case studies based on problems seen in the field with consulting clients. This session will introduce the M language through a series of demo exercises.

Attendees are expected to be comfortable with Power Query, but need not be advanced.

Don’t miss this top rated presentation from the Power Platform World Tour – enhanced with new and expanded material.

Session Level: Intermediate